|
1926
|
West Family Investments
Carlsbad,
California
|
$503K
|
-$14.8K
|
-24
|
-3%
|
|
|
1927
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$503K
|
-$616
|
-1
|
-0.1%
|
|
|
1928
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$503K
|
-$47.4K
|
-77
|
-8%
|
|
|
1929
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$502K
|
+$108K
|
+176
|
+27%
|
|
|
1930
|
Cascade Financial Partners
San Diego,
California
|
$500K
|
-$61.6K
|
-100
|
-11%
|
|
|
1931
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$499K
|
-$92.4K
|
-150
|
-15%
|
|
|
1932
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$497K
|
+$2.46K
|
+4
|
+0.5%
|
|
|
1933
|
Centennial Bank
Conway,
Arkansas
|
$496K
|
-$27.1K
|
-44
|
-5%
|
|
|
1934
|
Diversify Advisory Services
Sandy,
Utah
|
$496K
|
-$3.03M
|
-4,911
|
-83%
|
|
|
1935
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
1936
|
LifePlan Financial
Mankato,
Minnesota
|
$491K
|
+$128K
|
+207
|
+34%
|
|
|
1937
|
Dorato Capital Management
Denver,
Colorado
|
$490K
|
–
|
–
|
–
|
|
|
1938
|
VeraBank
Henderson,
Texas
|
$490K
|
–
|
–
|
–
|
|
|
1939
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$490K
|
+$184K
|
+298
|
+58%
|
|
|
1940
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$490K
|
+$1.85K
|
+3
|
+0.4%
|
|
|
1941
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$490K
|
+$21.6K
|
+35
|
+5%
|
|
|
1942
|
Matthew Hamilton Rosenberg
|
$490K
|
-$616
|
-1
|
-0.1%
|
|
|
1943
|
Kiker Wealth Management
Jasper,
Georgia
|
$490K
|
+$499K
|
+810
|
New
|
|
|
1944
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$490K
|
-$61.6K
|
-100
|
-11%
|
|
|
1945
|
Fiduciary Family Office
Boca Raton,
Florida
|
$490K
|
-$421K
|
-684
|
-46%
|
|
|
1946
|
Plancorp LLC
Saint Louis,
Missouri
|
$489K
|
-$3.08K
|
-5
|
-0.6%
|
|
|
1947
|
Hager Investment Management Services
New London,
New Hampshire
|
$488K
|
-$25.9K
|
-42
|
-5%
|
|
|
1948
|
Trustco Bank (New York)
Albany,
New York
|
$488K
|
–
|
–
|
–
|
|
|
1949
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$487K
|
+$497K
|
+806
|
New
|
|
|
1950
|
Crestmont Private Wealth
Houston,
Texas
|
$487K
|
+$62.8K
|
+102
|
+15%
|
|
